Welcome, I'm Danica.
If you’re an experienced advisor ready to explore possibilities that await you here, please connect with me at 727.436.3692 or danica.barley@raymondjames.com.
Advisor Essentials
Advisor Essentials is a podcast by Raymond James that delivers insightful discussions from advisors, professionals and thought leaders across our Private Client Group and beyond. Each episode takes a deep dive into a variety of timely discussions and long-term perspectives concerning financial planning, wealth management, client-first service and other relevant topics.
Access the latest episodes of Advisor Essentials below, or on your preferred listening channels.
Marketing that scales without losing what makes you different
The most effective marketing combines the credibility, scale and expertise of a national brand with the authenticity and personalization that only an individual advisor can provide. Erica Sackett, senior vice president of Marketing Strategy at Raymond James, shares practical insights on building a strong marketing foundation and leveraging firm resources while staying true to your own voice. Financial advisor Laura Gonzales also discusses her marketing approach to connect with clients and grow her practice.
Making business transitions part of the wealth conversation
Business owners face complex decisions when planning for the future. Whether they're preparing to step away, raise capital or transition ownership, the impact can have lasting effects on their wealth plan. Ken Grider, senior managing director and head of Investment Banking Business Development at Raymond James, shares how advisors can help navigate business owner transitions, while financial advisor Nikki McIlwaine discusses how she incorporates business planning conversations into her clients’ broader financial strategies.
Moving from AI experimentation to practical adoption
As AI continues to evolve, the advisors seeing the greatest value are those using it with intention. That starts with identifying friction in the day-to-day and adopting solutions that meaningfully improve how teams work. Salit Nagy-Todd, senior vice president of Technology at Raymond James, shares insight into successful change management strategies when adopting new technology. Roger Shawn, financial advisor at Grove Wealth Partners of Raymond James, joins the conversation to discuss how his team is streamlining their work with AI tools.
There’s more to explore
Visit the Advisor Essentials archive to view our extensive collection of past episodes and hear industry insights on a vast range of financial planning topics.
Join the Conversation
Advisor Essentials is your go-to resource for staying up-to-date and at the forefront in an ever-changing financial landscape. Join the conversation on LinkedIn and X, @RJAdvisorChoice.
